Institutional Ownership Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
23,159
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
22,995
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,947
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
22,897
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
22,814
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
22,692
shares
|
$1.55 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,355
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,312
shares
|
$1.52 Million
0.83% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
21,881
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,841
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
21,525
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
21,199
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
21,048
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
20,892
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
20,746
shares
|
$1.42 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
20,698
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,495
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
20,401
shares
|
$1.39 Million
0.58% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
20,382
shares
|
$1.39 Million
1.93% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
20,382
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
20,360
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
19,894
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,667
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
19,572
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
19,547
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 11.86%
|